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deFundamentals have returned
Bertrand Faure expands on the reasons for the Fund's 3.57% YTD relative outperformance and reports on the European markets, as great company results continue to drive stock prices up.
Monthly Fund Commentary
Too much consensus?
Eric Sturdza explores market influences coming from the USA and discusses looking elsewhere for opportunities that are sensibly priced.
Monthly Fund Commentary
China makes a full recovery
Lilian Co reflects on China’s GDP, as it becomes the first among the major economies to make a full recovery.
Monthly Fund Commentary
A cautious approach as Japanese markets rally
Yutaka Uda discusses the potential for a market correction that could be triggered by a spread of factors.
Monthly Fund Commentary
Encouraging global outlook
Willem Vinke reflects on the short and long-term global outlook and the potential impact on the Funds.
Monthly Fund Commentary
2021, the reflation year?
Eric Vanraes discusses the political developments in the US and the three key factors affecting financial markets.
Monthly Fund Commentary
Preview of 2021
Mitsuhiro Yuasa explores what is in store for PM Suga in 2021, the vaccination rollout, a National Election and the Olympic Games.
Monthly Fund Commentary
Markets continue to be very polarized
Bertrand Faure explores the events of the month and explains how the position of the Fund aided in resisting the bulk of the downturn.
Monthly Fund Commentary
Eric Sturdza Investments plants 115,000 trees
Eric Sturdza Investments has elected to continue working with the Eden Reforestation Projects (Eden) in 2021.
News
Vaccines and political stability
Willem Vinke discusses the political stability following the roll out of vaccines.
Monthly Fund Commentary
A record year in review
Eric Sturdza reflects on 2020 – a year full of records – and details how the Investment Team positioned the Fund in adapting to extreme market conditions.
Monthly Fund Commentary
Vaccine news revitalises market sentiment
Mitsuhiro Yuasa discusses the positive attitude of investors and the expectation of vaccinations reaching Japan in February 2021.